§ 13F · FUND PROFILE
SEAMOUNT FINANCIAL GROUP INC.
AUM · $248M (13F)Positions · 141Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 55K | $16M | 6.4% | −1% |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 249K | $12M | 5.0% | +4% |
| 3 | JQUA | J P MORGAN EXCHANGE TRADED F | 155K | $11M | 4.5% | ±0% |
| 4 | AMZN | AMAZON COM INC | 45K | $11M | 4.3% | −2% |
| 5 | CGBL | CAPITAL GROUP CORE BALANCED | 258K | $10M | 4.0% | +7% |
| 6 | VTI | VANGUARD INDEX FDS | 25K | $9M | 3.7% | +1% |
| 7 | VOO | VANGUARD INDEX FDS | 11K | $7M | 3.0% | +3% |
| 8 | QQQ | INVESCO QQQ TR | 10K | $7M | 2.9% | +25% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 14K | $7M | 2.8% | −8% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 26K | $6M | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEAMOUNT SIGNAL
AC read
SEAMOUNT FINANCIAL GROUP INC is a Other fund managing $248 million in assets. The fund runs a portfolio of 141 positions.
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